You can view the client login screen by opening the People record and selecting Opportunities from the left-hand panel.

Click View in Client Portal

Once the client has submitted their details, the advisor on the opportunity will receive an email about the changes. This email will also be saved as a note on the Opportunity.

What will your client see?

The client will see the following login screen when they open the link you have sent them.

Once logged in, your client can navigate through this simplified version of their Opportunity. They can fill in information in each tab (eg. applicants, income, expenses, etc), and information for each applicant.

The client can save their data by clicking Save Changes. The data will be automatically saved into Mercury.

Once your client saves their changes, the Loan Writer of that opportunity will receive an email notification.